Learning and Events Coordinator

Full job description
Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm.

The Learning Events Coordinator provides essential administrative and logistical support that ensures the effective delivery of learning programs, meetings, and initiatives within Janney’s Learning Professional Development team. This position plays a key role in the success of the department’s operations and programs by delivering high-quality, detail-oriented support in a fast-paced environment.

What You Are Good At:
Problem Solving Critical Thinking– A thorough and resourceful problem solver with a solutions-based approach; proactively takes on challenges with optimism and a helpful attitude
Detail-Oriented Driven – Strong attention to detail; able to manage multiple high-touch projects simultaneously with precision and accuracy; takes initiative and ownership in all aspects of the role
Building Relationships– Fosters trust with the executive committee, internal clients, and team members; tailors events and personalizes the experience for attendees while fostering positive relationships
Collaboration Communication– Communicates effectively, both verbally and in writing, with internal clients, vendors, and team members; partners with colleagues to create a seamless event experience
Responsibilities:
Manage all Financial Advisor Development Program and High Net Worth Clientele Training Program logistics with minimal oversight, including:
Planning and executing operations for all in-person seminars, including meeting room reservation/setup, AV, IT, printing, hotel travel logistics, catering, etc.
Ownership of the program budget, processing all invoices, and providing updates to stakeholders regularly
Managing initial program registrations, tracking of participant requirements, and designation enrollment
Administering program benefits to participants and completing associated paperwork for tracking purposes
Ownership of continuing education (CE) requirements through various vendors and end-to-end CE support processing and administration, which includes:
Managing relationships with all CE/designation vendors and act as a subject-matter expert on requirements for CE course approval
Uploading attendee lists of completed coursework for CE tracking and distribution of certificates to attendees
Conducting research on designations for firmwide approval based on internal guidelines, including contacting issuing authorities and preparing recommendations to leadership
Coordinating and documenting annual designation review meetings for compliance reporting and auditing, including tracking requested, added, and removed designations
Provide comprehensive administrative and operational support for Janney’s Learning Department, such as preparing and submitting expense reports, coordinating travel, reconciling departmental credit card charges, scheduling internal meetings, and managing the department calendar.
Provide support at annual firmwide conferences at the direction of the Events Team, including production/shipping of meeting supplies, distribute post-event feedback and data, distributing session materials to onsite AV team and eLearning Coordinator, etc.
Execute special projects and other duties as assigned, such as:
Supporting new hire onboarding, including submitting paperwork and coordinating arrival details, access, and initial setup
Maintaining and posting learning and development resources on the company intranet
Acting as backup support for Learning Management System (LMS) administration and reporting
Organizing reporting data, performing data analysis, and presenting recommendations on process improvements
Reporting and managing attendee databases in the department’s registration platform, Cvent
What You Have:
3-5 years of administrative or operational support experience; experience in learning, professional development, or financial services a plus
College degree preferred, but not required
Proficiency in MS Office (Word, Excel, PowerPoint, Outlook); experience with collaboration or scheduling tools (such as Monday.com) preferred
Strong attention to detail and organizational skills; ability to manage multiple priorities effectively
Excellent communication skills, both written and verbal
Positive, team-oriented attitude with a strong commitment to delivering high-quality support
Ability to work independently while following direction and maintaining alignment with team goals
Professional demeanor and strong customer service orientation
Ability to work from our Philadelphia headquarters at least 3 days per week
Willingness to travel occasionally (less than 10%); most events are held in Philadelphia
Ability to work early morning hours (approximately 6 AM start) and occasional overtime to support event activities
Why work for us?

Benefits: Janney believes that its employees are the key to what makes a great company. Although work makes up a large portion of an employee’s life, we believe that a balance between work and non-work activities is essential to maintain quality performance and a positive work atmosphere. We offer a competitive package including Paid Parental Leave, generous Paid Time Off, eligibility for a $2,000 referral bonus, Employee Ownership, and Professional Development Assistance Plan designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Janney is an award-winning full-service financial services firm committed to understanding our clients' needs and providing advice beyond investments. We are equally committed to building a diverse workforce and inclusive culture where employees can use their talents to thrive and grow professionally with the firm. Fostering a positive workplace experience remains a top priority. We’ve earned the Great Place to Work® certification, which recognizes employers that create an outstanding employee experience. Based entirely on what current employees say about their experience working at Janney, this prestigious recognition underscores our commitment to our people and culture. People are our strongest asset. We recognize that when our team members thrive, our firm is more successful.

Janney is dedicated to promoting and supporting diversity within our workplace. We provide an environment that promotes respect, integrity, teamwork, achievement and acceptance regardless of age, disability, education, gender, gender expression, gender identity, job level, marital status, military status, national origin, parental status, pregnancy, race, religion, sexual orientation, socioeconomic status, or other protected factors. Janney is committed to equal employment opportunities and providing reasonable accommodations to applicants with physical and/or mental disabilities. Read more